RIM
SWAV

Rockbridge Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Rockbridge Investment Management’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$47K – 683
2020
Q2 		$47K Buy
+1,000
New +$41.2K 0.01% 241

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockbridge Investment Management's SWAV Position: Q3 2020 in Review

Rockbridge Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2020, closing a stake of 1,000 shares — an estimated $47K sold.

Rockbridge Investment Management first reported a position in SWAV in Q2 2020 and held it in 1 quarter. The position peaked at $47K in Q2 2020. 169 funds tracked by Wall St. Rank hold SWAV as of Q3 2020.

  • Rockbridge Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,000 Shockwave Medical, Inc. Common Stock shares in Q3 2020, an estimated $47K.
  • Rockbridge Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $47K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.